Riverbend Wealth Management »

J P Morgan Exchange-traded F shares owned by Riverbend Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Riverbend Wealth Management from 13F filings

Historical chart of Riverbend Wealth Management investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Riverbend Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Riverbend Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 42k 57.10
2025-06-30 $2.3M 41k 56.85
2025-03-31 $1.9M 33k 57.14
2024-12-31 $1.9M 33k 57.57